Company and My Workspace: which one should I use?
Company Workspace brings the company’s projects, processes, teams and applications together. Companies and agencies use the same workspace; choosing Agency makes the team’s commercial tools available.
My Workspace is your personal working context across the projects you participate in. Your professional identity is separate from each company’s profile and legal details.
Choose a project card to open its available applications. Project management holds the overview and team; Project Workspace holds the tasks and work products.
Compare the two workspaces and the project application
| Context | Use it for | Where to go |
|---|---|---|
| Company Workspace | Company processes, project delivery and team management within your access | Open Company Workspace from Account; select the company in Company menu. |
| My Workspace | Your invitations, confirmed projects, assignments and professional profile | Open My Workspace from Account. |
| Workspace inside a project | Tasks, work products, chats and day-to-day delivery | Choose a project, then open Workspace. This is a project application, not another company account. |
Navigate the company workspace
- 1Select the company
Use Company menu in the Project Canvas rail. Select the organization you want to work in before opening its projects or profile.
- 2Choose a project or process
Project Canvas shows the work available to you. Use filters, Domains and the cards/list switch in the site header; on mobile the switch is in the main menu.
- 3Open the application you need
Use the project card’s actions for Project management or Workspace. Use the application menu for Business Architect, Team Canvas, Agent Center, CRM and finance where available.
- 4Return to personal work
Open My Workspace to see your own participation across projects. Changing the displayed company does not transfer ownership of work.
Use My Workspace for your own assignments
Choose My Workspace from Account to work as an employee or independent specialist. Review invitations, confirm your own participation, complete assigned onboarding and open the projects available to you.
Inside a project, open Project Workspace for your tasks and work products. Project management shows your participation and relevant project context; it does not give you the owner’s controls for the whole team, project dates or company finances.
The same person can manage a company in Company Workspace and participate in another project through My Workspace. You do not need a second professional identity.
Your responsibilities determine access
Company owners can manage their organization. A domain manager, process owner or project manager sees and manages the scope assigned to them. A contributor works with the tasks and project data shared with them.
Company membership does not by itself reveal every project or financial record. Project clients and agency teams can collaborate on the same project while retaining their own access and financial boundaries.
Keep the identities separate
| Record | Belongs to | What to edit |
|---|---|---|
| Company profile | Selected company | Name, contact information and full legal, banking and payment details. |
| Professional Profile | The individual | Expertise, roles, cases and availability. |
| Team | Its organization and authorized managers | Composition, allocation and project defaults. |
| Project | The project relationship | Dates, confirmed participants, delivery rules and work. |
Company or Agency?
Choose Company for your own business operations. Choose Agency when your organization delivers client work and needs team-level Pricing & margins and Portfolio. Both use Company Workspace.
Agency pricing is configured on the team: do not assume a new agency has a margin or tax rate already agreed. Project types are descriptive tags; Project defaults control the initial delivery and commercial settings for new projects.
If a control is unavailable
- Check the selected company and project.
- Check your assignment and the permissions attached to it; changing the workspace URL does not grant access.
- Use the application menu if a mobile shortcut is absent. Finance remains available there.